Basecamp Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed June 24, 2026), Basecamp Wealth Advisors LLC reported 2,008 stock positions worth $483.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 18.3% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 13.2%) and Microsoft (MSFT, 3.6%). Compared with Q4 2025, it opened 445 new positions, sold out of 185, added to 511 and reduced 482. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +13%) and the biggest sale Microsoft (MSFT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- BELLEVUE, WA
- CIK
- 0002115254
- Portfolio Value
- $483.3M (Q1 2026)
- SEC Filing
- 0001986152-26-000092 ↗ filed Jun 24, 2026
Holdings Value
Holdings 2,008 stocks · $483.3M
| VTI VG Morningstar TS MKT ETF-US | 18.28% | 275,369 | $88.3M | Add +3.4% |
| VEU Vanguard Ftse All-World Ex-U | 13.22% | 850,997 | $63.9M | Add +13.4% |
| MSFT Microsoft Corp. | 3.57% | 46,665 | $17.3M | Reduce -3.7% |
| VT Vanguard Tot World STK ETF | 3.37% | 117,699 | $16.3M | Add +48.4% |
| AAPL Apple Inc. | 3.09% | 58,912 | $15.0M | Add +1.1% |
| NVDA Nvidia Corp. | 3.00% | 83,265 | $14.5M | Add +0.4% |
| LLY Eli Lilly & Co. | 2.75% | 14,474 | $13.3M | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 2.38% | 213,221 | $11.5M | Add +17.9% |
| AMZN Amazon.com Inc. | 1.57% | 36,403 | $7.6M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.49% | 25,019 | $7.2M | Reduce -0.2% |
| PHYS Sprott Physical Gold Trust | 1.48% | 201,458 | $7.1M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 1.20% | 20,238 | $5.8M | Add +0.6% |
| VXUS Vanguard Total Intl Stock | 1.11% | 69,284 | $5.3M | No change |
| IWV iShares Russell 3000 ETF | 0.99% | 12,894 | $4.8M | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.92% | 12,435 | $4.4M | No change |
| EFA iShares MSCI Eafe ETF | 0.92% | 45,549 | $4.4M | No change |
| META Meta Platforms Inc. Class A | 0.78% | 6,570 | $3.8M | Add +0.2% |
| AVGO Broadcom Inc. | 0.71% | 11,060 | $3.4M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 0.62% | 10,148 | $3.0M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.60% | 8,582 | $2.9M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.57% | 7,472 | $2.8M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 0.56% | 42,509 | $2.7M | No change |
| VOO Vanguard S&P 500 ETF | 0.53% | 4,271 | $2.6M | Add +847.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 4,727 | $2.3M | Add +0.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.44% | 1,625 | $2.1M | Reduce -1.5% |
| V Visa Inc. Class A | 0.44% | 7,059 | $2.1M | Add +0.1% |
| IAU iShares Gold Trust | 0.40% | 22,091 | $1.9M | Reduce -4.6% |
| XOM Exxon Mobil Corp. | 0.35% | 9,925 | $1.7M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.35% | 7,724 | $1.7M | Reduce -0.2% |
| NVS Novartis AG-Sponsored ADR | 0.35% | 10,959 | $1.7M | No change |
| WMT Walmart Inc. | 0.33% | 12,752 | $1.6M | Reduce -0.0% |
| COST Costco Wholesale Corp. | 0.32% | 1,535 | $1.5M | Add +0.9% |
| JNJ Johnson & Johnson | 0.30% | 5,958 | $1.5M | Add +2.6% |
| GS Goldman Sachs Group Inc. | 0.30% | 1,716 | $1.5M | Reduce -1.4% |
| TIP iShares Tips Bond ETF | 0.28% | 12,448 | $1.4M | New |
| MA Mastercard Inc. Class A | 0.28% | 2,739 | $1.4M | Add +0.2% |
| RTX RTX Corp. | 0.28% | 7,047 | $1.4M | No change |
| NFLX Netflix Inc. | 0.28% | 13,866 | $1.3M | Add +0.3% |
| AZN Astrazeneca PLC | 0.27% | 6,666 | $1.3M | No change |
| HD Home Depot Inc. | 0.26% | 3,802 | $1.3M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.25% | 1,710 | $1.2M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 8,192 | $1.2M | Add +2.6% |
| MU Micron Technology Inc. | 0.25% | 3,529 | $1.2M | Add +4.5% |
| ORCL Oracle Corp. | 0.25% | 8,083 | $1.2M | Reduce -0.8% |
| EEM iShares MSCI Emerging Market | 0.24% | 20,270 | $1.2M | No change |
| AMD Advanced Micro Devices | 0.24% | 5,652 | $1.1M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.23% | 3,288 | $1.1M | Add +0.7% |
| CVX Chevron Corp. | 0.22% | 5,241 | $1.1M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 6,651 | $1.1M | Reduce -0.1% |
| BCX BlackRock Resources & Commod | 0.22% | 86,764 | $1.0M | New |
| AMGN Amgen Inc. | 0.21% | 2,924 | $1.0M | No change |
| AXP American Express Co. | 0.21% | 3,367 | $1.0M | Reduce -0.2% |
| SHEL Shell PLC-ADR | 0.21% | 10,887 | $1.0M | Reduce -0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 5,136 | $1.0M | Add +6.7% |
| MRK Merck & Co. Inc. | 0.20% | 8,202 | $987K | Add +1.7% |
| LRCX Lam Research Corp. | 0.20% | 4,598 | $982K | Reduce -0.4% |
| PPLT Abrdn Physical Platinum SHRS | 0.20% | 5,425 | $967K | New |
| CSCO Cisco Systems Inc. | 0.19% | 12,011 | $932K | Add +0.2% |
| DBC Invesco DB Commodity Index T | 0.19% | 31,873 | $923K | Reduce -8.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 18,829 | $918K | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.18% | 11,676 | $888K | Reduce -2.9% |
| GLD SPDR Gold Shares | 0.18% | 2,008 | $864K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.18% | 4,161 | $858K | Reduce -0.2% |
| KLAC KLA Corp. | 0.17% | 574 | $845K | Reduce -2.2% |
| IGF iShares Global Infrastructur | 0.17% | 12,380 | $829K | No change |
| GLW Corning Inc. | 0.17% | 6,091 | $828K | Add +1.8% |
| ITW Illinois Tool Works | 0.17% | 3,133 | $815K | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 2,872 | $815K | Add +5.0% |
| IEMG iShares Core MSCI Emerging | 0.17% | 11,595 | $809K | No change |
| PG The Procter & Gamble Co. | 0.16% | 5,478 | $791K | Reduce -1.5% |
| UBER Uber Technologies Inc. | 0.16% | 10,911 | $785K | Add +0.6% |
| SCHF Schwab Intl Equity ETF | 0.16% | 30,737 | $761K | No change |
| SHOP Shopify Inc. Class A | 0.16% | 6,343 | $752K | Reduce -0.3% |
| PNC PNC Financial Services Group | 0.15% | 3,600 | $749K | Add +0.5% |
| KGC Kinross Gold Corp. | 0.15% | 24,308 | $742K | No change |
| SAP Sap SE-Sponsored ADR | 0.15% | 4,313 | $738K | Add +0.0% |
| PCAR Paccar Inc. | 0.15% | 6,223 | $719K | No change |
| ABT Abbott Laboratories | 0.15% | 6,955 | $714K | Reduce -0.0% |
| NEE Nextera Energy Inc. | 0.15% | 7,665 | $712K | Add +0.2% |
| MCK McKesson Corp. | 0.15% | 815 | $705K | No change |
| DE Deere & Co. | 0.14% | 1,221 | $688K | Reduce -1.5% |
| SBUX Starbucks Corp. | 0.14% | 7,579 | $679K | Reduce -5.1% |
| COP Conocophillips | 0.14% | 5,069 | $669K | Reduce -0.5% |
| GNR State Street SPDR S&P Global | 0.14% | 8,919 | $666K | New |
| TXN Texas Instruments Inc. | 0.14% | 3,416 | $663K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.14% | 4,660 | $659K | Add +29.4% |
| PEP Pepsico Inc. | 0.14% | 4,231 | $657K | Reduce -0.5% |
| NLY Annaly Capital Management Inc. | 0.14% | 30,919 | $654K | Add +6975.3% |
| LIN Linde PLC | 0.14% | 1,316 | $652K | Reduce -3.5% |
| PANW Palo Alto Networks Inc. | 0.13% | 4,050 | $649K | Add +19.1% |
| MS Morgan Stanley | 0.13% | 3,928 | $646K | No change |
| GEV GE Vernova Inc. | 0.13% | 735 | $641K | Add +5.2% |
| UBS UBS Group AG-Reg | 0.13% | 16,352 | $639K | Reduce -0.0% |
| UNP Union Pacific Corp. | 0.13% | 2,611 | $633K | Reduce -6.5% |
| UNH Unitedhealth Group Inc. | 0.13% | 2,262 | $612K | Add +4.7% |
| SCHW Schwab (charles) Corp. | 0.12% | 6,327 | $595K | No change |
| MCD McDonald's Corp. | 0.12% | 1,910 | $594K | No change |
| RACE Ferrari NV | 0.12% | 1,746 | $591K | No change |
| SONY Sony Group Corp. - SP ADR | 0.12% | 28,507 | $590K | Reduce -0.2% |
| CHD Church & Dwight Co. Inc. | 0.12% | 6,273 | $585K | Reduce -1.0% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $92 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 20 | $77 | No change |
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | 67 | $6 | No change |
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 9 | $5 | No change |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 9 | $2 | No change |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 9 | $2 | No change |
Total filed on the 13F, all lines: $483.3M.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.7% | 3.57% | −1.42 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 1.49% | −0.18 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -48.5% | 0.07% | −0.12 |
| ORCL Oracle Corp. | Reduce -0.8% | 0.25% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.62% | −0.08 |
| SHOP Shopify Inc. Class A | Reduce -0.3% | 0.16% | −0.06 |
| AXP American Express Co. | Reduce -0.2% | 0.21% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -1.7% | 0.10% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.5% | 0.09% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.0% | 0.15% | −0.04 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.12% | −0.04 |
| SONY Sony Group Corp. - SP ADR | Reduce -0.2% | 0.12% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.3% | 0.19% | −0.03 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -2.3% | 0.10% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.35% | −0.03 |
| UBS UBS Group AG-Reg | Reduce -0.0% | 0.13% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 0.30% | −0.03 |
| HDB HDFC Bank Ltd.-ADR | Reduce -21.7% | 0.03% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Reduce -20.5% | 0.05% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -0.7% | 0.10% | −0.02 |
| FLUT Flutter Entertainment PLC-Di | Reduce -3.6% | 0.02% | −0.02 |
| HUM Humana Inc. | Reduce -17.6% | 0.02% | −0.02 |
| HD Home Depot Inc. | Reduce -0.3% | 0.26% | −0.02 |
| ADSK Autodesk Inc. | Reduce -0.1% | 0.07% | −0.02 |
| TRI Thomson Reuters Corp. | Reduce -22.8% | 0.02% | −0.02 |
| XPEV Xpeng Inc. - ADR | Reduce -0.1% | 0.09% | −0.02 |
| BCS Barclays PLC-Spons ADR | Reduce -0.2% | 0.08% | −0.02 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -3.4% | 0.07% | −0.02 |
| URI United Rentals Inc. | Reduce -1.9% | 0.09% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -93.8% | 0.00% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.01 |
| PI Impinj Inc. | Reduce -2.1% | 0.02% | −0.01 |
| UL Unilever PLC-Sponsored ADR | Reduce -2.7% | 0.07% | −0.01 |
| DB Deutsche Bank AG-Registered | Reduce -0.5% | 0.04% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.5% | 0.06% | −0.01 |
| WIT Wipro Ltd.-ADR | Reduce -16.1% | 0.02% | −0.01 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -0.2% | 0.18% | −0.01 |
| TEL Te Connectivity PLC | Reduce -1.6% | 0.09% | −0.01 |
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -22.1% | 0.02% | −0.01 |
| CBRE CBRE Group Inc. Class A | Reduce -8.1% | 0.03% | −0.01 |
| AFL Aflac Inc. | Reduce -41.9% | 0.01% | −0.01 |
| ELV Elevance Health Inc. | Reduce -2.7% | 0.04% | −0.01 |
| FDS Factset Research Systems Inc. | Reduce -0.3% | 0.03% | −0.01 |
| MOAT Vaneck Morningstar Wide Moat | Sold out | 0.00% | −0.01 |
| CRH CRH PLC | Reduce -2.4% | 0.04% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -9.2% | 0.03% | −0.01 |
| TFC Truist Financial Corp. | Reduce -5.4% | 0.06% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -12.3% | 0.05% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VEU Vanguard Ftse All-World Ex-U | Add +13.4% | 13.22% | +1.46 |
| VT Vanguard Tot World STK ETF | Add +48.4% | 3.37% | +0.99 |
| VOO Vanguard S&P 500 ETF | Add +847.0% | 0.53% | +0.47 |
| VWO Vanguard Ftse Emerging Marke | Add +17.9% | 2.38% | +0.31 |
| TIP iShares Tips Bond ETF | New | 0.28% | +0.28 |
| BCX BlackRock Resources & Commod | New | 0.22% | +0.22 |
| PPLT Abrdn Physical Platinum SHRS | New | 0.20% | +0.20 |
| GLD SPDR Gold Shares | New | 0.18% | +0.18 |
| GNR State Street SPDR S&P Global | New | 0.14% | +0.14 |
| NLY Annaly Capital Management Inc. | Add +6975.3% | 0.14% | +0.13 |
| BITW Bitwise 10 Crypto Index ETF | New | 0.11% | +0.11 |
| SLV iShares Silver Trust | New | 0.10% | +0.10 |
| ITOT iShares Core S&P Total U.S. | New | 0.06% | +0.06 |
| GLW Corning Inc. | Add +1.8% | 0.17% | +0.06 |
| CVX Chevron Corp. | Add +0.1% | 0.22% | +0.05 |
| AMAT Applied Materials Inc. | Add +0.7% | 0.23% | +0.05 |
| PKX Posco Holdings Inc. -Spon ADR | Add +446.9% | 0.06% | +0.05 |
| IUSG iShares Core S&P U.S. Growth | New | 0.05% | +0.05 |
| JNJ Johnson & Johnson | Add +2.6% | 0.30% | +0.05 |
| MU Micron Technology Inc. | Add +4.5% | 0.25% | +0.04 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.9% | 0.32% | +0.04 |
| GEV GE Vernova Inc. | Add +5.2% | 0.13% | +0.04 |
| SSL Sasol Ltd.-Sponsored ADR | Add +349.2% | 0.03% | +0.03 |
| SNDK Sandisk Corp. | Add +7.8% | 0.04% | +0.03 |
| ASX Ase Technology Holding -ADR | Add +0.8% | 0.11% | +0.03 |
| WDC Western Digital Corp. | Add +18.8% | 0.06% | +0.03 |
| PSX Phillips 66 | Add +7.2% | 0.07% | +0.02 |
| MRK Merck & Co. Inc. | Add +1.7% | 0.20% | +0.02 |
| IWD iShares Russell 1000 Value E | New | 0.02% | +0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +29.4% | 0.14% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +28.5% | 0.05% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.02% | +0.02 |
| INTC Intel Corp. | Add +2.0% | 0.11% | +0.02 |
| XLF SS Financial Select Sector | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | Add +0.2% | 0.15% | +0.02 |
| KR Kroger Co. | Add +50.1% | 0.04% | +0.02 |
| OIH Vaneck Oil Services ETF | New | 0.02% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +13.8% | 0.08% | +0.02 |
| STX Seagate Technology Holdings | Add +10.9% | 0.05% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +379.2% | 0.02% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.7% | 0.21% | +0.01 |
| KB KB Financial Group Inc.-ADR | Add +0.1% | 0.10% | +0.01 |
| MDYV SS SPDR S&P 400 MC Val ETF | New | 0.01% | +0.01 |
| PCG P G & E Corp. | Add +117.4% | 0.02% | +0.01 |
| TER Teradyne Inc. | Add +95.6% | 0.02% | +0.01 |
| CIEN Ciena Corp. | Add +3.9% | 0.03% | +0.01 |
| WF Woori Financial-Spon ADR | Add +0.1% | 0.11% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +29.9% | 0.02% | +0.01 |
| BE Bloom Energy Corp. Class A | Add +2.0% | 0.03% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| FCNCA First Citizens Bcshs Class A | CL A | Reduce -100.0% | 0 | $0 |
| MTSI Macom Technology Solutions H | COM | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.